I think the article is insightful. I want to contribute my perspective:

1. when an AI starts working on a task, it is within a human context, someone pays and decides to assign that work to AI

2. while it performs work on the task it continuously needs to interact with the context in order to act and observe the feedback

3. at the end of work, the outcomes remain in context, including gains, losses, costs, risks and liability.

So AI is great but can't do the beginning, middle and end of a task. They belong to context, which is us, the AI users. Context is maximally distributed, every human, team, or company that uses AI is a context, they are relational and indexical. You can't have my context, for example - you can't eat for me, or learn for me. Some things must loop back. Especially consequences of AI work. That is irreducible, AI can't improve to grow a skin like us. Its own skin is user base gain/loss, competition with other AI providers and dancing for investors. Every AI usage context is not theirs and they can't own it.

What happens to companies is that their investors expect AI usage already, their competitors use it to compete with them and fast follow, and customers use AI agents to arbitrate their buying opportunities. So even if they did nothing AI related they find themselves in a new world where.

1. anything visible can be easily imitated - code, text, media, and AI agents - I call it the fast follow effect

2. any apparent arbitrage opportunity will be quickly crowded by fast followers removing profit from it

3. AI it self is competitive and the whole stack is fungible - models, harnesses, tools, they can all be replaced easily, what matters more is the project context data which is usually a git backed folder on local disk

So my theory is that AI won't make anyone "rich". Instead we have a musical chairs moment. AI removes distinctiveness from everyone of us. Every time I use AI for myself it is just great and amazing. When others use it, they make our own work seem little and not as impressive. Companies are caught in a Red Queen effect, have to work harder just to stay in place.

And here I find the answer to what will we do with all our free time - compete, run for our own musical chair. We need to find our own niches again, they are now under rapid change. We will invest as much energy as needed to do it, we are ready to pay a lot of effort to differentiate back. But we can't predict it just as you can't predict where the ball in a football match will go 1 minute later, it depends on what every other player is doing.